See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,273 | $106,515-67.8% | $96,683-64.6% | $139,434-75.4% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 16.55% | 38.43%-21.9pp | 35.69%-19.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,495 | $4,103-63.6% | $3,737-60.0% | $4,751-68.5% |
| Participant deferral / active EE | $2,469 | $5,454-54.7% | $4,878-49.4% | $6,710-63.2% |
| Admin fee / account holder | $1,494 | $7,877-81.0% | $6,730-77.8% | $11,403-86.9% |